ROX

Build a standardized credit memo in seconds.

Build a standardized credit memo in seconds.

Auto-populate financials, risk scores, and notes. Turn application data into a decision-ready document instantly.

Auto-populate financials, risk scores, and notes. Turn application data into a decision-ready document instantly.

THE REALITY

THE REALITY

Underwriters spend hours copying data from bank statements and credit reports into Word docs. It's slow, error-prone, and makes credit committee reviews harder than they need to be.

THE SOLUTION

the problem

THE SOLUTION

ROX pulls verified data from applications and third-party sources into a clean, standardized credit memo, ready for committee review or file audit. Add your own notes and export as a PDF.

HOW IT WORKS

The end of manual data entry.

Turn raw application data into a decision-ready document.

Key Capabilities:

Auto-Population:

Automatically map applicant data, credit scores, and financial summaries into the memo fields.

Risk Scoring:

Display your internal risk calculations and pass/fail metrics clearly within the document.

Export & Share:

Generate a clean, defensible record of your decision for investors, auditors, or your credit committee, with a copy saved to the client file.

Auto-Population:

Automatically map applicant data, credit scores, and financial summaries into the memo fields.

Risk Scoring:

Display your internal risk calculations and pass/fail metrics clearly within the document.

Export & Share:

Generate a clean, defensible record of your decision for investors, auditors, or your credit committee, with a copy saved to the client file.

Get Started Free